See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,763 | $83,477-95.5% | $125,175-97.0% | $72,985-94.8% |
| Participation rate | 14.3% | 73.3%-59.0pp | 79.8%-65.5pp | 69.5%-55.2pp |
| Annual return | 10.14% | 25.78%-15.6pp | 43.79%-33.7pp | 81.00%-70.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $191 | $3,585-94.7% | $4,937-96.1% | $3,607-94.7% |
| Admin fee / account holder | $1,103 | $5,517-80.0% | $9,702-88.6% | $5,124-78.5% |